Presales Consultant - #1676730

Position Overview

As a key member of the pre-sales team, the successful candidate will work closely with business development and delivery leadership to understand client requirements, design tailored solution demonstrations, and articulate the value of Adaptive Planning in solving complex financial planning challenges. This is a highly visible, client-facing role best suited to individuals with a strong command of financial planning and analysis (FP&A) processes, complemented by in-depth experience with EPM platforms.

Core Responsibilities

• Conduct discovery meetings with senior finance and operations stakeholders to assess current-state planning processes and identify areas for improvement


• Design and deliver high-quality, client-specific demonstrations of Workday Adaptive Planning functionalities (including budgeting, forecasting, headcount planning, reporting, etc.)


• Collaborate with internal stakeholders on proposals, RFP responses, pricing strategies, and solution architecture


• Contribute to the creation of pre-sales assets, such as industry-specific demo environments, use case libraries, and technical documentation


• Support transition of engagements from sales to delivery, ensuring continuity and alignment in expectations


• Stay current on Adaptive Planning developments, competitive landscape, and industry trends relevant to EPM and finance transformation

Candidate Requirements

Minimum Qualifications:

• 3–6 years of experience in a pre-sales, solution consulting, or FP&A systems implementation role


• Demonstrable expertise in Workday Adaptive Planning (either as a consultant, power user, or pre-sales professional)


• Comprehensive understanding of corporate finance functions, including planning, forecasting, and financial reporting


• Proven ability to engage and influence stakeholders at various organizational levels, including CFOs, Controllers, and IT leaders


• Proficiency in Excel, financial modelling, and data visualization


• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field

Preferred Qualifications:

• Prior experience with additional EPM solutions (e.g., Adaptive, Anaplan, Pigment, Vena)


• Familiarity with ERP/HRIS integrations and financial systems architecture


• Professional certifications (e.g., CPA, CFA, Workday Adaptive Certification)